Bouquet Boulter is a financial advisor with Raymond James Financial Services Advisors Inc. in Austin, TX, holding Series 63 and Series 65 registrations and possessing 16 years of industry experience. He has worked with Raymond James since 2014 and concurrently with Southside Bank since 2013. Boulter is involved with Southside Investment Services, providing support for branch advisors in his area. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes tailored non-discretionary planning and analytical tools to assist clients in meeting their financial goals and supports municipal and public-finance work through an affiliated municipal advisor.

Gregory Harkrider is a CFP® and holds a Series 66 license with 25 years of experience in the financial industry. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyley Newth is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and currently in the first year of her advisory career. Prior to joining Edward Jones, she was self-employed at Remington Pet Ranch for four years and has work experience in communications and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Flake is a financial advisor with Edward Jones in Buda, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at GE from 2016 to 2022. Outside of his advisory role, he serves as trustee for two real estate LLCs in Austin, managing property operations and related tax matters. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Eric Wittek is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2018. Wittek serves on the boards of the Austin Chamber Music Center and the Samaritan Center, a nonprofit counseling service. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a combination of internal and external investment managers, including alternative investment options.

Cathleen Wenger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. She has been with Thrivent and Thrivent Financial for Lutherans since 2004. Outside of her advisory role, Wenger serves on the council and finance subcommittee of Bethany Lutheran Church in Austin, TX. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across various financial topics without discretionary trading authority. The firm offers an integrated planning and managed-account program under the “WealthPlan” option.

Jennifer Weiss is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with one year of industry experience. She has been affiliated with Edward Jones since 2012. Outside of her advisory role, she is connected to Cross Timbers Energy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

David Andrus is a CFA® charterholder and holds a Series 63 license, with 22 years of industry experience. He has been with Barton Creek Investment Advisors since 2012 and previously operated Andrus Investment Management, Inc. from 1998 to 2016. Outside of financial advising, he manages two mineral royalty interest businesses, DWA Minerals, LLC and ELE Energy, LLC. Barton Creek Investment Advisors is an independent firm based in Austin, Texas, consisting of a single advisor.